succession planning

Cornerstone Advisors’ Ken Hart On Succession Planning

Ken Hart, CEO, Featured In “Advisor Perspectives” Article

Hoon Kang, CPA, CFP®, ChFC, CLU sat down with Cornerstone Advisors’ second-generation owner-executive CEO, Ken Hart, to discuss how the company managed to employ successful internal succession planning, while continuing to thrive as a successful wealth management firm in the Seattle area.

Hart explains what the two founders, now retired, laid the foundation to help grow the firm to be one of the largest and most respected advisory firms in the Seattle area today. In the article, Hart further explains the following successful key components that helped Cornerstone get to where they are today:

  1. Verbalizing their intent to build an enduring business
  2. Relinquishing client relationships early
  3. Having people around to hold them accountable

Read the complete article here.

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